Our awards

The financial services industry is competitive, so we are proud that our clients and industry experts have consistently recognised our expertise and high standards of service through a wide range of awards.

Best Advisory Service 2016

The City of London Wealth Management Awards value integrity and independence. This is the second year in a row we have won this award, which we believe demonstrates the quality and consistency of our Investment Advisory Service..

Winner – Investment Performance, Cautious Portfolios 2016

The PAM Awards are highly regarded in the industry. We submitted performance data from the portfolios we run, which was then reviewed by a panel of industry professionals. Past performance is not a guide to future performance.

Stockbroker of the Year 2015

This is the third year running we have won Stockbroker of the Year at the FT Investment and Wealth Management Awards. These awards are voted for by readers of the FT and IC and they showcase those providers who offer both excellent service and great value for money.

Best Advisory Service 2015

These awards are voted for by investors themselves and recognise the very best quality of service from across the wealth management industry. They value integrity and independence, and so to win is a great endorsement of the advisory service we provide to our clients.

Top 25 Private Client Financial Planning Companies 2014

We are proud to be named as one of Private Client Practitioner’s Top 25 Private Client Financial Planning Companies, by part of the prestigious Private Asset Management group (PAM). The aim of the initiative is to identify, recognise, introduce and promote the Top 25 Private Client Financial Planning Companies. PAM surveys approximately 100 private financial planning companies and the top 25 is based on data received.

Investment Adviser of the Year 2014

We were awarded 'Investment Adviser of the Year' at the Moneyfacts Investment Life & Pensions Awards, a prestigious accolade from an independent panel of experts. We are delighted to receive such an endorsement for our Investment Advisory Service.

Stockbroker of the Year 2014

The Investors Chronicle & FT Investment and Wealth Management awards recognise excellent service and good value for money. They are voted for by readers rather than being chosen by a select panel of judges and it is fantastic to receive such a great endorsement for our services.

Stockbroker of the Year 2013

These awards recognise financial services providers that give their clients both excellent service and good value for money. They are voted for by readers of the Financial Times and Investors Chronicle rather than being chosen only by a panel of judges.

Wealth Manager of the Year 2013

The Investors Chronicle & Financial Times Wealth Management Awards recognise the very best wealth management firms in the UK. They are voted for by readers of the Financial Times and Investors Chronicle and are a great testament to the quality of our service.

Best Wealth Manager for Investments 2013

These awards recognise the very best of wealth management in the UK. They are voted for by readers of the Financial Times and Investors Chronicle, and a select panel of judges. Past performance is not a reliable indicator of future returns.

Best Investment Adviser 2012

To win this award, applicants complete a 500-word entry form that is then judged by an independent panel. We are delighted to have been chosen as Best Investment Adviser at the Professional Adviser Awards 2012.

Best Discretionary Adviser 2011

To win this award, applicants first complete an initial nomination form which is reviewed, and the successful candidates are then asked to complete an extensive questionnaire. The judges review the questionnaires to select the final five nominees. These five are then invited to interviews by industry peers to decide the final placing and winners.

Wealth Manager of the Year 2011

The aim of this award is to identify the best wealth and investment managers available to investors in the UK by asking their clients to rate the service they receive, and by comparing performance and interviewing managers.

Best Wealth Manager for Investments 2011

The Investors Chronicle & FT Awards recognise the very best of wealth management in the UK. The winners are chosen by readers of the Financial Times and Investors Chronicle, and a select panel of judges.